my charitable trust owns nap and visa. discover's been consistently beating expectations of late, which is why it is up 65% for the year. all that said, believe it or not, the stock might have a lot more room to run because even after that move it just isn't expensive. it sells at eight times earnings. visa and mastercard, faster growers, 20 and 21 times earnings. discover isn't that different from the others. it can't be that much worse, so to speak. i would buy it on any fiscal cliff weakness and i've intended several times to buy it for my charitable trust. here's a tough one. after the close thursday it's swoosh. nike reports. few stocks have become more controversial than this one. here's a company that was doing fabulously in china and making up for all sorts of north american weakness. that had been the theme for a couple of years. now it's just the opposite. people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventuall